Fosse Capital Partners LLP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Fosse Capital Partners LLP reported 3 stock positions worth $243.4 million. Its top holding was Alphabet Class A (GOOGL) at 38.0% of the portfolio, followed by Liberty Media Class C (FWONK, 35.4%) and Trane Technologies (TT, 26.6%). Compared with Q2 2024, it added to 1 and reduced 2. The biggest buy was Liberty Media Class C (FWONK, shares +4%) and the biggest sale Trane Technologies (TT, shares −40%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001789908
Portfolio Value
$243.4M (Q3 2024)
SEC Filing
0001789908-24-000007 ↗ filed Nov 12, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $251.9M Q1 2024 Q2 2024: $286.9M Q2 2024 Q3 2024: $243.4M $243.4M Q3 2024 Q4 2024: $270.2M Q4 2024 Q1 2025: $215.7M Q1 2025 Q2 2025: $172.6M Q2 2025 Q3 2025: $164.7M Q3 2025 Q4 2025: $142.8M Q4 2025 Q1 2026: $135.4M Q1 2026 Q2 2026: $182.0M Q2 2026

Holdings 3 stocks · $243.4M
GOOGL Alphabet Inc. Class A 37.99% 557,495 $92.5M Reduce -14.0%
FWONK Liberty Media Corp. Class C 35.45% 1,114,263 $86.3M Add +3.6%
TT Trane Technologies PLC 26.56% 166,317 $64.7M Reduce -40.2%

Portfolio Sells Q2 2024 → Q3 2024
TT Trane Technologies PLC Reduce -40.2% 26.56% −5.34
GOOGL Alphabet Inc. Class A Reduce -14.0% 37.99% −3.18

Portfolio Buys Q2 2024 → Q3 2024
FWONK Liberty Media Corp. Class C Add +3.6% 35.45% +8.52

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$182.0MFWONK, TT, HONA
Q1 2026 2$135.4MFWONK, TT
Q4 2025 2$142.8MFWONK, TT
Q3 2025 2$164.7MFWONK, TT
Q2 2025 2$172.6MFWONK, TT
Q1 2025 3$215.7MFWONK, GOOGL, TT
Q4 2024 3$270.2MGOOGL, FWONK, TT
Q3 2024 3$243.4MGOOGL, FWONK, TT
Q2 2024 3$286.9MGOOGL, TT, FWONK
Q1 2024 3$251.9MGOOGL, TT, FWONK